Bill Lupi
Premier Advisor
330 York Rd
Carlisle, PA 17013-3180
About me
Background
Bill Lupi is a Premier Advisor with over 20 years of financial services experience, seven of those years with Truist, in providing families with active financial relationship management for their banking, investment, risk management, and strategic credit needs. He works with a team of Truist specialists, led by the Premier Advisor, to help clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions. Bill’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
